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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XX followers
Created: 2025-07-14 19:06:46 UTC

The AI race heats up with $NVDA leading the charge, supplying the computational firepower for firms like $META chasing superintelligence. Key points to ponder:

• $NVDA reported Q1 2025 revenue of $26B, with XX% from data centres, a YoY growth of 200%.

• $META’s AI vision involves colossal investments; their 2025 compute budget exceeds $40B.

• Hundreds of thousands of GPUs needed by year's end.

• $NVDA's position: XX% share in high-end AI hardware.

Yet, how sustainable is the $NVDA-$META synergy? Risks of over-reliance loom. As $META plans vast AI clusters, can they justify the sky-high spending? 

As $NVDA powers forward, will the ambition of AI keep pace with reality? Dive into the full analysis:

![](https://pbs.twimg.com/media/Gv1yBR9XgAAxTIg.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944835983532274154/c:line.svg)

**Related Topics**
[meta](/topic/meta)
[nvda](/topic/nvda)
[$40b](/topic/$40b)
[budgeting](/topic/budgeting)
[$metas](/topic/$metas)
[$26b](/topic/$26b)
[$meta](/topic/$meta)
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/whispertickers/status/1944835983532274154)